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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,176
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.92M
3
+$2.47M
4
NVDA icon
NVIDIA
NVDA
+$1.85M
5
AAPL icon
Apple
AAPL
+$1.59M

Top Sells

1
+$4.55M
2
+$3.58M
3
+$3.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.11M

Sector Composition

1 Technology 6.66%
2 Consumer Staples 1.5%
3 Consumer Discretionary 1.34%
4 Financials 1.28%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$170K 0.02%
2,195
+634
177
$167K 0.02%
+2,092
178
$165K 0.01%
554
+100
179
$164K 0.01%
269
+51
180
$154K 0.01%
541
+272
181
$152K 0.01%
773
-149
182
$149K 0.01%
2,040
183
$146K 0.01%
214
+120
184
$142K 0.01%
122
-20
185
$139K 0.01%
135
+126
186
$139K 0.01%
+3,015
187
$138K 0.01%
383
+161
188
$137K 0.01%
4,423
+2,019
189
$135K 0.01%
463
+204
190
$131K 0.01%
+3,137
191
$129K 0.01%
721
+703
192
$129K 0.01%
2,000
193
$129K 0.01%
900
-14
194
$128K 0.01%
733
-30
195
$128K 0.01%
+1,168
196
$127K 0.01%
1,475
-312
197
$127K 0.01%
1,655
198
$125K 0.01%
579
+210
199
$124K 0.01%
2,621
+2,541
200
$124K 0.01%
1,187
+12
6 7
8
9 10